WEBVTT

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Now there’s a simple way for
you to increase the value

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that you add to the retirement plans
you work with and service.

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TIAA RetirePlus is a new and
innovative asset allocation program

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that includes a
predefined set of models.

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Consultants and plan
sponsors can make these

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QDIA-eligible models
available to participants.

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It’s easy to use.

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The asset allocations are
designed by Mesirow Financial.

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The plan fiduciary builds the models

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using the investment options
available on the plan’s core menu.

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The models take a
years-to-retirement approach.

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Each model weights
the asset classes

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based on how far away from
retirement participants may be.

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This way, participant
accounts are rebalanced

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to more conservative
asset allocation mixes

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as they get closer
to retirement.

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Allocations to the
investment options

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are rebalanced each year on the
participant’s birthday.

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Fixed and variable annuities
may be selected as investment options

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to represent certain asset
classes in the models.

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This can help provide
the opportunity

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for lifetime income to
further help participants

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save for and live in retirement.

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TIAA RetirePlus is more than
just asset allocation models.

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You get support with reporting, disclosures
and participant communications,

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including model fact sheets to
help with participant education.

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The program gives you and
your clients flexibility, too.

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The plan sponsor as fiduciary
can select the investment options

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or, alternatively,

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delegate selection of the investment
options to a 3(38) investment manager

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or seek advice from
a 3(21) fiduciary.

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Plus, there is no additional
cost to the plan or participants

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for taking part in the program.

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You help your clients build their plans’
investment menus —

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now you can help tailor those plans
with a default investment alternative

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by selecting investment options from
the plan’s menu for the models.

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Learn more about how you can use TIAA
RetirePlus with your plan sponsor clients,

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and customize their plans
for the 21st century.